Insurance Credit Card Payments: How do I attach an ERA?

You can attach the ERA file or the scanned EOB to your DrChrono account for easy retrieval later. 

1. Navigate to Billing > Insurance Credit Card Payments.
2.  Press + Attach ERA/EOB
3. There are two selections to retrieve the file to attach:
   1. File Upload - If you've scanned the file to your computer, you can select File Upload to locate and attach the ERA/EOB.
      
      
   2. DrChrono System - If the ERA file is already in the DrChrono system (under Remittance Reports), select that option and a window will open that will allow you to enter the Trace # that will attach the ERA to the payment.
      
      
4. The entry can be edited, if needed, by pressing Edit. 

**** Please note, that the insurance credit card screens will only work if you utilize DrChrono Payments as your credit card processor. ***